Business Development Associate - Wealth Management
$55kKingswood U.S.
Business Development Associate - Wealth Management New York, NY | In-Person Compensation: Base salary starting at $55,000 plus commission Location: New York, NY (In-Person, Monday–Friday) Kingswood US is seeking a Wealth Management Recruiter to join its New York office. This role is responsible for supporting the firm’s growth through the identification, engagement, and recruitment of experienced financial advisors to the Kingswood platform. This position combines elements of business development and talent acquisition , with a focus on proactive outreach and relationship management. The successful candidate will engage directly with senior professionals across the wealth management industry and manage the recruitment process from initial contact through onboarding. Key Responsibilities Execute targeted outreach to experienced financial advisors through phone, email, LinkedIn, and industry databases. Conduct outbound calling efforts to introduce Kingswood’s platform and assess potential alignment. Develop and maintain a pipeline of prospective advisor candidates. Evaluate candidate profiles and coordinate introductory discussions with senior leadership. Manage the recruitment process from initial engagement through offer and onboarding. Maintain accurate records of outreach activity and pipeline progression. Partner with internal stakeholders to define recruiting priorities and target profiles. Represent Kingswood professionally in all external interactions. Qualifications Bachelor’s degree required; finance, business, economics, or related fields preferred. 0–2 years of relevant experience; prior exposure to sales, recruiting, or client-facing roles is beneficial. Strong verbal and written communication skills, with the ability to engage effectively with senior professionals. Demonstrated ability to manage multiple priorities in a structured and organized manner. Interest in financial services, wealth management, or business development. High degree of professionalism, initiative, and attention to detail. Why Join Kingswood US Opportunity to contribute to the growth of a national wealth management platform. Exposure to experienced financial advisors and senior leadership. Competitive compensation structure, including performance-based commission. Professional, collaborative environment based in New York City. Defined opportunities for career development and progression. #J-18808-Ljbffr Kingswood U.S.
$85k - $160k
...Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...-led wealth management businesses provide financial planning,... ...Sachs and beyond. Business Development Professionals (BDPs) will... ...developing agendas and driving associated action items Skills &...SuggestedFull timeTemporary workPart time$121.7k - $148.2k
Centura Wealth Advisory is seeking a Business Development Manager - Casualty Loss in Los Angeles. This role focuses on developing and executing lead generation strategies for Casualty Loss, ensuring effective client engagement and nurturing long-term relationships. The...Suggested- A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication...SuggestedRemote workFlexible hours
$110k - $185k
...Business Development Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations...SuggestedTemporary workWork at officeLocal areaWorldwideFlexible hours- ...New Business Representative For Banking & Wealth Segment We believe that the way people interact with their... ...institution in the banking and wealth management ecosystem can benefit from better... ...years of experience in pipeline development and/or sales (preferably at a...SuggestedWork experience placementLocal area
$180k - $200k
...sales professional for the role of Regional Director, Private Wealth & Wealth Solutions. This position focuses on driving adoption of... ...AssetMark’s Private Wealth offering among financial advisors and managing client relationships effectively. The ideal candidate will have...- ...Business Manager Are you someone who excels in influencing outcomes and implementing strategic change, and is looking to grow your career... ...a globally diverse organization? Join J.P. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll...
- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have a...Full time
$250k
The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams... ...rules/guidelines. Manages potential risks associated with sales activities, and upholds ethical...$250k - $300k
...investment firm, we are reimagining the way wealth is experienced. Our purpose is to... ...Cresset is seeking a Regional Managing Director, Wealth Advisory to lead... ...partner to Advisors, driving advisor development, sales effectiveness, business growth, client experience, and...Full timeTemporary workWork at officeLocal area$125k - $250k
...focus on Americas-wide advisor development and training. The role... ...and development initiatives, managing high-visibility programs and... ...enable advisors across Private Wealth Management. The role is best... ...development programming to strengthen business development, prospecting, and...Full timeTemporary workPart time- A leading global investment solutions firm is seeking a Marketing Manager to drive strategies for asset management and wealth channels. The ideal candidate will have over 10 years of marketing experience in financial services, focusing on index-linked products. This role...Flexible hours
$190k - $235k
A leading financial consultancy in New York is seeking a Senior Finance Business Partner for its Asset and Wealth Management division. This strategic role involves providing financial leadership, supporting decision-making, and ensuring alignment with business goals. Ideal...$190k - $235k
Senior Finance Business Partner (Asset & Wealth Management Consulting - North America) New York Senior Finance Business Partner (AWM NA) at Alpha FMC... ...the CFO , who ensure functional alignment, capability development, and mentoring support. This structure enables the...Contract workWork at officeWorldwideFlexible hours$153.6k - $182.4k
...consumers to benefit from Plaid’s solutions. Channel Sales Development managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners. Plaid is looking for a Channel Business Development & Enablement Manager to help power growth...Full timeWork experience placementLocal area$75k - $125k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients... ...or unregistered Client Service Associate responsibilities at the request of the... ...policies, procedures and new platforms Business Development Support: • Assisting the FA/PWA/...Temporary workWork experience placementLocal area- Goldman Sachs Group, Inc. is seeking a Vice President for its Private Wealth Marketing team in New York, NY. The successful candidate will develop and execute marketing plans to inform advisors about banking products. With 6+ years in financial services marketing required...
$250k
6AM City, LLC is seeking a Wealth Regional Director in New York to manage teams of Wealth Group Executives and Financial Advisors. You will drive growth, increase sales productivity, and oversee recruitment strategies in a high-net-worth client environment. This senior...- Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role involves collaborating with the CIO to productize investment strategies, creating comprehensive collateral...Work at office
$50k - $115k
...Wealth Management Analysts provide exceptional service to our clients and support Financial... ...or unregistered Client Service Associate responsibilities at the request of the... ...policies, procedures and new platforms. Business Development & Operational Support Assisting the...Temporary workWork experience placementLocal area- ...product organization within JPMorganChase Wealth Management delivers digital tools that enable... ...Responsibilities Own and drive the development of trading platform capabilities for digital... ...solutions aligned to user needs and business goals Serve as an expert on...Visa sponsorship
$110k - $130k
...Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With... ...permanent capital base, we provide businesses with private capital solutions to... ...to Friday. Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics...Permanent employmentWork at officeMonday to Friday$170k - $300k
...of Digital Strategy & Execution for Citi Wealth. This individual will define and lead... ....com, intranet, social, email, content management, and advisor platforms. Build digital... ...compliance, and strategic alignment across business units and markets. Oversee the implementation...Full time- Citi is looking for a Wealth Relationship Manager SAFE Act in the DC Area to manage relationships with affluent clients. The role involves providing financial solutions, organizing client events, and ensuring compliance with KYC/AML regulations. The ideal candidate will...
$85k - $92.5k
...will support the Broadridge Wealth business. The role will have a focus... ...value proposition development and product marketing. The... ...enablement, budget planning and management, and general marketing communications... ...a workplace that empowers associates to be authentic and bring...Local area$225k - $275k
...requirements). Mandate Plan, manage and execute strategic plan to... ...market structure and asset wealth manager sectors. Attract, lead... ...team performance targets and development plans. Build a high-... ...competitive knowledge, and effect business results through innovative practices...Local area- A leading global consultancy in New York is seeking individuals for consulting roles within asset and wealth management. Candidates should have over five years of experience in consulting or project management, possess strong problem-solving and presentation skills, and...Flexible hours
- Business Analyst / Junior Project Manager - Alternative Asset Private Wealth Products Qualified candidates, please attach resume when applying. Global Alternative Asset... ...including the design of new reports and the development of streamlined workflows and processes • Proactively...
$190k - $235k
Senior People Business Partner (Asset & Wealth Management Consulting - North America) New York Senior People Business Partner (AWM NA) at Alpha FMC... ...Learning , who ensure functional alignment, capability development, and mentoring support. This structure enables the Senior...For contractorsWork at officeRemote workWorldwideFlexible hours- ...based US Derivatives Product Development team. We own the global OTC and... ...that aligns with our global business. Job responsibilities:... ...product strategy. This includes managing the commercial lifecycle, pre... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Development Associate - Wealth Management. Be the first to apply!
- entry level business development associate New York, NY
- business development coordinator New York, NY
- business development specialist New York, NY
- business development representative (remote) New York, NY
- business objects developer New York, NY
- business development representative New York, NY
- business developer New York, NY
- business development consultant New York, NY
- business development associate New York, NY
- new business developer New York, NY


